Office Of The Chief Financial Officer
I gained experience working with all aspects of the federal budget process including budget formulation, budget justification, and budget execution. I developed a working knowledge of appropriation law, government scoring rules, rescissions, reprogrammings, and OMB regulations. I worked with the USPTO’s Chief Financial Officer to establish a formal planning process that enabled the agency to address the challenges of growth in workload and staffing, demand for information technology, and operating in an international environment. I led the USPTO’s fiscal year 2000 and 2001 strategic planning and budget processes. This included coordinating and preparing justification and briefing materials for the Department of Commerce, OMB, and Congressional staffs, and negotiating USPTO annual appropriation language with OMB.I served as Revenue Projection Team Lead and was tasked with forecasting patent and trademark application filing levels, other USPTO workloads, and associated revenue amounts. This work was critical to ensuring that the USPTO met federal anti-deficiency requirements. I led an agency-wide study on USPTO user fees that included interviews with agency executives, facilitating nation-wide customer roundtable meetings with patent attorneys, corporate counsel, and independent inventors, and ultimately resulted in a legislative proposal to change the USPTO user fee structure. I assisted in implementing USPTO’s activity-based costing system, and established a salary projection system within the USPTO’s Data Warehouse. This included defining business rules, performing variance testing against actual data from the general ledger, and marketing the system throughout the USPTO program areas.